Capital Wealth Planning’s Mitsubishi UFJ Financial MUFG Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$28.8M	Buy	1,698,895 +599,994	+55%	+$10.7M	0.16%	42
2025 Q4	$17.5M	Buy	1,098,901 +32,310	+3%	+$500K	0.11%	45
2025 Q3	$17M	Buy	1,066,591 +256,565	+32%	+$3.8M	0.12%	34
2025 Q2	$11.1M	Buy	810,026 +340,653	+73%	+$4.4M	0.09%	32
2025 Q1	$6.4M	Buy	469,373 +150,010	+47%	+$1.93M	0.06%	37
2024 Q4	$3.74M	Buy	319,363 +41,693	+15%	+$469K	0.03%	54
2024 Q3	$2.83M	Sell	277,670 -224,347	-45%	-$2.37M	0.03%	60
2024 Q2	$5.42M	Buy	502,017 +47,654	+10%	+$483K	0.06%	36
2024 Q1	$4.65M	Buy	454,363 +92,848	+26%	+$898K	0.05%	40
2023 Q4	$3.11M	Buy	361,515 +161,857	+81%	+$1.37M	0.04%	45
2023 Q3	$1.7M	Buy	199,658 +102,962	+106%	+$821K	0.02%	45
2023 Q2	$713K	Buy	+96,696	New	+$644K	0.01%	68